Resource Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Resource Planning Group’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$203K	Sell	424 -194	-31%	-$86.8K	0.13%	72
2023 Q3	$265K	Buy	618 +2	+0.3%	+$895	0.23%	50
2023 Q2	$275K	Sell	616 -754	-55%	-$318K	0.22%	52
2023 Q1	$563K	Buy	1,370 +37	+3%	+$14.8K	0.46%	37
2022 Q4	$512K	Buy	1,333 +7	+0.5%	+$2.7K	0.41%	41
2022 Q3	$476K	Hold	1,326	–	–	0.41%	43
2022 Q2	$503K	Buy	1,326 +40	+3%	+$16.5K	0.42%	43
2022 Q1	$584K	Sell	1,286 -23	-2%	-$10.3K	0.42%	39
2021 Q4	$624K	Sell	1,309 -816	-38%	-$376K	0.42%	40
2021 Q3	$915K	Sell	2,125 -17	-0.8%	-$7.53K	0.58%	36
2021 Q2	$921K	Buy	2,142 +851	+66%	+$356K	0.53%	34
2021 Q1	$514K	Hold	1,291	–	–	0.34%	43
2020 Q4	$485K	Hold	1,291	–	–	0.34%	42
2020 Q3	$434K	Sell	1,291 -30	-2%	-$9.98K	0.33%	43
2020 Q2	$409K	Buy	+1,321	New	+$388K	0.31%	40

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resource Planning Group's IVV Position: Q4 2023 in Review

Resource Planning Group reduced its iShares Core S&P 500 ETF (IVV) stake by 31% in Q4 2023, selling an estimated $86.8K and leaving 424 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #72.

Resource Planning Group first reported a position in IVV in Q2 2020 and has held it in 15 quarters since. The position peaked at $921K in Q2 2021. 3,016 funds tracked by Wall St. Rank hold IVV as of Q4 2023.

Resource Planning Group held 424 shares of iShares Core S&P 500 ETF worth $203K as of Q4 2023.
Resource Planning Group sold 194 iShares Core S&P 500 ETF shares in Q4 2023, an estimated $86.8K.
iShares Core S&P 500 ETF made up 0.13% of Resource Planning Group's portfolio in Q4 2023, its #72 holding.
Resource Planning Group first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 15 quarters since.
Resource Planning Group's iShares Core S&P 500 ETF position peaked at $921K in Q2 2021.
3,016 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.